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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jonathan? Claim Your ProfileJonathan Christian Cathey is a registered Investment Advisor Representative with Oxenfree Financial. Jonathan is a licensed investment advisor representative in Florida. Jonathan has a Series 65 license and has been in the industry since 2017. Jonathan is affiliated with Oxenfree Financial. Oxenfree Financial is a Registered Investment Advisor firm with a focus on financial planning, portfolio management for individuals and asset allocation and advisory consulting. Jonathan has experience working with individuals, corporations, charitable organizations, and high-net-worth individuals. Jonathan has a total of $168,352,562 under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Personalized portfolio management to meet individual financial objectives.
Asset allocation and advisory consulting
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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FL
02/20/2024 - Present
Oxenfree Financial (MELBOURNE FL)
IA
Issued 02/16/2024
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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